Wealth.com: Future Proof Your Firm with Estate Planning

Upcoming Webinar

February 5 at 9 a.m. PT | 12 p.m. ET

Join us for a kickoff webinar designed exclusively for Wealth Enhancement Group advisors as we launch our new enterprise partnership and introduce Wealth.com — the industry’s leading estate planning platform, purpose-built to fit naturally into how advisors work.

In this session, you’ll see how Wealth.com helps you simplify estate planning, deepen client relationships, and confidently deliver comprehensive plans with greater speed and consistency. Whether you’re looking to elevate the client experience, unlock new planning opportunities, or streamline collaboration with attorneys, this webinar will show you what’s possible.

What You’ll Learn:

How Wealth.com fits into your day-to-day workflow: A practical look at how advisors use Wealth.com to make estate planning easier to introduce and easier to deliver.
How to drive stronger client engagement: Use estate planning to uncover new opportunities, strengthen retention, and create more meaningful conversations.
Live platform walkthrough: See key features in action — from client intake to plan creation and collaboration with legal partners.

Who Should Attend:

All Wealth Enhancement Group advisors who want a simpler, more scalable way to deliver estate planning and differentiate their practice.

Save your seat today.